Skyward Specialty Insurance Group (NASDAQ:SKWD) Trading Down 5.6% – Here’s Why

Skyward Specialty Insurance Group, Inc. (NASDAQ:SKWD)’s share price dropped 5.6% on Tuesday . The stock traded as low as $47.81 and last traded at $47.6480. Approximately 74,871 shares were traded during mid-day trading, a decline of 66% from the average daily volume of 219,111 shares. The stock had previously closed at $50.45.

Skyward Specialty Insurance Group News Summary

Here are the key news stories impacting Skyward Specialty Insurance Group this week:

• Positive Sentiment: Keefe, Bruyette & Woods boosted its price target to $69 and kept an “outperform” rating, implying substantial upside versus current levels — this is a clear analyst vote of confidence for SKWD. Read More.
• Positive Sentiment: Zacks notes upward revisions to Skyward’s earnings estimates and argues those revisions increase the likelihood of further near-term upside — positive momentum for investor expectations. Read More.
• Positive Sentiment: Analyst consensus coverage highlighted a roughly 30% implied upside from current prices, reinforcing bullish expectations among sell‑side models (useful for momentum traders). Read More.
• Positive Sentiment: Skyward announced a new holding‑company brand, “Skyward Group,” following completion of the Apollo acquisition (closed Jan 1, 2026). The rebrand and integration could support scale and cross‑sell opportunities over time. Read More.
• Neutral Sentiment: Zacks included Skyward in a list of finance names with favorable Earnings ESP (expectation of beating estimates), which is a signal investors may watch into the next report but is not a guarantee. Read More.
• Neutral Sentiment: Despite the positive analyst moves and corporate update, shares are down today — possible near‑term drivers include profit‑taking after recent gains, broader market weakness, or investor caution while Apollo integration progresses. (No single article explains the intraday decline.)

Analysts Set New Price Targets

A number of research firms have recently commented on SKWD. Raymond James Financial set a $66.00 target price on Skyward Specialty Insurance Group in a research report on Friday, December 5th. BMO Capital Markets increased their target price on shares of Skyward Specialty Insurance Group from $52.00 to $55.00 and gave the company a “market perform” rating in a report on Monday, September 8th. Citizens Jmp lifted their target price on shares of Skyward Specialty Insurance Group from $75.00 to $80.00 and gave the stock a “market outperform” rating in a research report on Thursday, December 4th. Weiss Ratings restated a “buy (b-)” rating on shares of Skyward Specialty Insurance Group in a research report on Friday, October 31st. Finally, Piper Sandler lifted their price target on Skyward Specialty Insurance Group from $62.00 to $64.00 and gave the company an “overweight” rating in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $64.55.

Skyward Specialty Insurance Group Stock Down 5.4%

The company has a market capitalization of $1.93 billion, a price-to-earnings ratio of 14.08 and a beta of 0.54. The business has a fifty day simple moving average of $48.54 and a two-hundred day simple moving average of $49.55.

Skyward Specialty Insurance Group (NASDAQ:SKWD) last announced its quarterly earnings data on Wednesday, October 29th. The company reported $1.05 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.20. The firm had revenue of $382.53 million for the quarter, compared to analyst estimates of $334.54 million. Skyward Specialty Insurance Group had a return on equity of 17.30% and a net margin of 10.57%.During the same period last year, the company earned $0.71 EPS. As a group, equities analysts predict that Skyward Specialty Insurance Group, Inc. will post 3.05 earnings per share for the current fiscal year.

Insider Transactions at Skyward Specialty Insurance Group

In other news, insider Sandip A. Kapadia sold 5,030 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $50.01, for a total transaction of $251,550.30. Following the completion of the sale, the insider owned 8,059 shares in the company, valued at approximately $403,030.59. This trade represents a 38.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 7.86% of the company’s stock.

Institutional Trading of Skyward Specialty Insurance Group

Institutional investors and hedge funds have recently modified their holdings of the business. Integrated Wealth Concepts LLC boosted its holdings in Skyward Specialty Insurance Group by 30.2% in the first quarter. Integrated Wealth Concepts LLC now owns 6,285 shares of the company’s stock valued at $332,000 after acquiring an additional 1,456 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Skyward Specialty Insurance Group by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,096 shares of the company’s stock worth $1,169,000 after buying an additional 967 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in shares of Skyward Specialty Insurance Group in the first quarter valued at approximately $1,126,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Skyward Specialty Insurance Group by 16.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 99,804 shares of the company’s stock valued at $5,282,000 after acquiring an additional 14,217 shares during the last quarter. Finally, Jane Street Group LLC boosted its position in Skyward Specialty Insurance Group by 286.1% in the first quarter. Jane Street Group LLC now owns 33,768 shares of the company’s stock worth $1,787,000 after purchasing an additional 25,022 shares during the last quarter. 94.83% of the stock is currently owned by institutional investors.

About Skyward Specialty Insurance Group

Skyward Specialty Insurance Group, Inc (NASDAQ: SKWD) is a publicly traded specialty property and casualty insurance underwriter. The company focuses on niche market segments, offering tailored insurance solutions designed to address the specific risk profiles of its target industries.

Through its underwriting platform, Skyward Specialty provides coverage in areas including general liability, professional liability, commercial package, inland marine and other selected specialty lines. Its products are distributed primarily through a network of wholesale brokers, program administrators and managing general agents, enabling the company to reach a diverse client base and adapt quickly to evolving market needs.

Headquartered in the United States, Skyward Specialty Insurance Group operates across multiple states and applies data-driven underwriting and risk management practices to maintain disciplined reserving and consistent performance.